IA

Insight Advisors Portfolio holdings

AUM $653M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.41M
3
+$1.37M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.19M
5
GLD icon
SPDR Gold Trust
GLD
+$1.16M

Top Sells

1
+$1.93M
2
+$1.41M
3
+$1.02M
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$956K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$895K

Sector Composition

1 Technology 14.45%
2 Consumer Discretionary 8.82%
3 Financials 6.95%
4 Communication Services 4.18%
5 Consumer Staples 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$428K 0.13%
16,000
-2,000
202
$425K 0.13%
+11,654
203
$422K 0.13%
8,589
-159
204
$421K 0.13%
+1,625
205
$419K 0.13%
7,842
+413
206
$419K 0.13%
6,765
-331
207
$419K 0.13%
1,971
+5
208
$413K 0.12%
3,016
209
$407K 0.12%
3,007
-1,175
210
$398K 0.12%
14,319
-1,695
211
$396K 0.12%
7,422
-268
212
$393K 0.12%
5,136
-6,598
213
$381K 0.11%
+3,749
214
$380K 0.11%
7,272
+1,000
215
$378K 0.11%
+5,347
216
$378K 0.11%
7,869
+34
217
$375K 0.11%
14,383
-2,271
218
$375K 0.11%
3,040
+204
219
$373K 0.11%
6,723
-89
220
$373K 0.11%
7,834
-3,149
221
$373K 0.11%
8,082
222
$371K 0.11%
21,021
+7,798
223
$364K 0.11%
+10,839
224
$360K 0.11%
2,264
-377
225
$359K 0.11%
6,272
+1,515
7 8
9
10 11